Documentation
Learn WealthSight
Everything you need to get started with AI-powered variance analysis. From uploading your first file to generating executive-ready reports.
Getting Started
Uploading Your First File
3 min readLearn how to upload Excel or CSV files for variance analysis. Supported formats, file size limits, and data structure requirements.
Running Your First Analysis
5 min readWalk through the variance analysis workflow—from uploading data to receiving AI-generated commentary and insights.
Understanding Charts & Visualizations
4 min readHow to interpret the charts WealthSight generates, customize them, and export for presentations.
Generating Reports
3 min readCreate downloadable reports from your analysis sessions. Choose between variance, commentary, and deck formats.
Documentation Guides
In-depth guides for every feature and workflow in WealthSight.
Data & File Management
- Supported file formats (XLS, XLSX, CSV)
- Data structure requirements for variance analysis
- Managing uploaded files
- File size limits and optimization tips
AI Analysis
- How the AI variance analysis works
- Asking follow-up questions
- Customizing analysis commentary style
- Understanding AI confidence levels
Sessions & History
- Viewing past analysis sessions
- Resuming a previous session
- Deleting session history
- Exporting session data
Reports & Exports
- Generating variance reports
- Downloading reports as PDF
- Chart export options
- Sharing reports with stakeholders
Account & Settings
- Profile and company settings
- Commentary style preferences
- Language and currency settings
- Notification preferences
Billing & Subscription
- Plan comparison (Free, Starter, Professional)
- Upgrading your plan
- Managing payment methods
- Viewing invoices and billing history
Can't Find What You Need?
Our support team is happy to help with any questions.